If you DO check the box, then the automation will simply skip over the Send SMS action if there is no valid phone number, and continue with any further action items in the automation. If you do NOT check the box shown above, then the automation will fail on the Send SMS action if the recipient does not have a valid phone number. Of course, in order to send a text message, the target recipient must have a valid phone number populated into the Phone(Primary) field. Highlighted above you will also see the option to "Skip this action if target doesn't have a valid Phone Number". Select from standard fields, custom fields, and even event fields. When you select the Send SMS option, you will see a menu pop up on the right side of your screen where you can write your text message.Ĭlick the Merge Fields button, highlighted below, to merge any of your fields into the text message. Once your phone number has been activated, you will see the Send SMS option when building an automation, shown below. The phone number will not change once it has been activated, it will remain the same from that point on.
#Send atext code#
To activate your phone number, simply email us at including your firm name and the area code that you would like to use for your phone number, and we'll take care of it from there. You do, however, get to choose the area code for the number. The phone number will be random, it will not be your firm phone number or the individual cell phone number of any of your users. If you are new to Lawmatics, you will need to make sure that a phone number has been activated for your account before you can start using automated text messages.
Click here to learn more about the features included with two-way text, or visit our website's pricing page for more details on the price. If you are looking for two-way text messaging within Lawmatics, this can be added to your account for an additional charge. However, this feature does not allow you to engage in two-way text messaging with your clients, you will simply be notified of their response but then you would need to respond elsewhere. You can also use merge fields, such as the person's name or the date & time of their consultation, to add more personalization to your text templates.Īs part of this feature, you also have the option to enable user notifications for text message replies, so that you or your staff will receive any responses to your automated texts sent to you via email. For example, when someone books a consultation you could have a standardized confirmation text automatically sent. This feature allows you to send out templated text messages triggered by an automation. Your Lawmatics account comes with automated text messaging capabilities.
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